New Century Financial Group, LLC - Portfolio overview

New Century Financial Group, LLC has 63 reported holdings in this dataset, with the latest filing dated 2025-10-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.36%
2. MDY - SPDR S&P MIDCAP 400 ETF TR, 7.12%
3. LNC - LINCOLN NATL CORP IND, 3.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.